ClientWise LLC Information
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ClientWise LLC
Summary
ClientWise LLC is a private company that has been in the industry for 19 years. The company currently specializes in the Management Consulting area. The position of the President & CEO is occupied by Ray Sclafani. Its headquarters is located at Mount Kisco, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of ClientWise LLC varies between 5.0M and 25M. To connect with ClientWise LLC employee register on SignalHire.
Organization Website | clientwise.com |
Social Links |    |
Phone Number | 914-244-1545 |
Industries | |
Headquarters Location | 5215 N O'Connor Blvd, Irving, Texas, 75039 US |
Employees Size | 10-50 employees |
Specialties | Executive Coaching for Financial Advisors, Executive Coaching for Financial Industry Leaders, Executive Coaching for Financial Advisory Teams, Consulting for Financial Services Firms |
SIC Code | 7380, 8742 |
DMA Code | New York Metropolitan Area |
Founded | 2006 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Subsidiary |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2015 | Educational Institution | 1.0K - 5.0K | 163.6M | $201.2M | |
| 1993 | Privately Held | 100 - 250 | 19M | $0 | |
| 1995 | Privately Held | 1.0K - 5.0K | 350M | $0 | |
| 1999 | Privately Held | 25 - 100 | 3.7M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at ClientWise LLC shows a diverse range of experience levels:
4% have been with the company for less than 1 year12% for 1–2 years12% for 3–4 years12% for 5–7 years16% for 8–10 years44% have over 11 years of service at ClientWise LLCEx-employees positions
In Company
In New Company
Contact top employees from
ClientWise LLC
Lexie Parks
Marketing Coordinator
Ray Sclafani
Founder & CEO
Megan Stoddard
Senior Business Consultant
Sophia Harbas
Director of Coaching| Director of Executive Coaching Programs
Sarah Luther
Relationship Management Team Lead
Patty Keenan
Executive Coach
Linda Manassee Buell
Executive Coach
Mitchell York
Business Coach to Financial Advisors and Teams
Tim Whiting
Chief Growth Officer
Lauren Kaufman
Practice Management Consultant
Kelsey Nicholas
Community Manager
Emma Elizabeth Black
Relationship Manager
Valerie Kingland
Client Experience Specialist
Valerie Kingland
Client Experience Manager
Similar Companies
FAQ
ClientWise LLC operates in the Business Consultancy industries. More details can be found on the official website: clientwise.com.
The headquarters of ClientWise LLC are located in Irving, United States.
The current CEO of ClientWise LLC is Ray Sclafani
You can contact ClientWise LLC by phone at 914-244-1545.
ClientWise LLC currently employs 10-50 people.
ClientWise LLC's revenue is approximately 5M.
Well-known competitors of ClientWise LLC include upGrad.com, ActionCOACH USA, Global Knowledge and Bild & Co.
